What's it worth?
Almost every day we are asked to piece together the jigsaw of people’s occupational pensions, State Pensions, Personal Pensions and ISAs to determine when they might be able to retire and what level of income they might have.
To assist with this process we have developed our very own calculator which can accommodate all savings, investments, pensions, downsizing, inheritances - and can cope with different income requirements during different stages of retirement – the travelling and partying years and then the more sedate years!
An example of the output is shown below.
We are currently having a more sophisticated, web-based version developed which we will make available to all clients in due course.
In the meantime, if you would like help with your own retirement planning jigsaw, why not give us a call on 01242 514563.